Timothy A. Lloyd

Current Employers

Employment History

• 12/2013 → 06/2019
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 10/2013 → 06/2019
  Suntrust Bank
  New Port Richey, FL
• 09/2016 → 06/2019
  Suntrust Advisory Services
  Atlanta, GA
• 07/2019 → 12/2021
  Regions Bank
  Spring Hill, FL
• 07/2019 → 12/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 07/2019 → 12/2021
  Cetera Investment Advisers Llc
  Spring Hill, FL
• 12/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Land O Lakes, FL
• 2019-08-02 → 2021-12-15
  Cetera Investment Advisers Llc
  Spring Hill, FL
• 2016-09-23 → 2019-06-12
  Truist Advisory Services, Inc.
  New Port Richey, FL
  New Port Richey, FL
  New Port Richey, FL
• 2013-12-09 → 2016-12-31
  Truist Investment Services, Inc.
  New Port Richey, FL
  New Port Richey, FL
  New Port Richey, FL
• 2013-06-28 → 2013-10-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
  Tampa, FL
  Sun City Center, FL
• 2011-12-20 → 2013-05-31
  The Mutual Fund Store
  Overland Park, KS
• 2011-02-02 → 2011-12-02
  Fifth Third Securities, Inc.
  Tampa, FL
  Odessa, FL
  Lutz, FL
  Tampa, FL
  Tampa, FL
  Wesley Chapel, FL
  Seffner, FL
  Tampa, FL
  Tampa, FL
  Ruskin, FL
  Valrico, FL
• 2010-10-04 → 2011-01-14
  Usaa Financial Planning Services
  Tampa, FL
• 2009-05-26 → 2010-03-31
  Truist Investment Services, Inc.
  Tampa, FL
  St. Petersburg, FL
  Tampa, FL
• 2004-08-19 → 2004-12-04
  Wamu Investments, Inc.
  Tampa, FL
• 2003-09-19 → 2004-07-09
  Amsouth Investment Management Company Llc
  Tampa, FL
• 2003-03-14 → 2003-09-15
  Amsouth Investment Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-05-18
• S65 Uniform Investment Adviser Law Examination
  1993-07-20
• S63 Uniform Securities Agent State Law Examination
  1992-01-23

Other Names

• Tim Lloyd
• Timothy Allen Lloyd
• Timothy Allen Lloyd
• Timothy Allen Lloyd
• Timothy A Lloyd